The Family Meeting
2022-06-06 • 20 second read
In this excerpt from episode 20 of the ‘Always On with Duncan MacPherson’ podcast my guests Julia Norman, Tom Deans and I discuss taking a collaborative approach to the Family Meeting.
Preparing for the Generational Wealth Transfer
Includes Q&A - with Duncan
Includes Q&A - with Duncan
Tuesday, March 4thth at 2 pm ET
Join us for this special webinar hosted by the Institute for Preparing Heirs (IPH), designed specifically for advisors working with high-net-worth families - or those aspiring to.
